ELISABETH C DELUCA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELISABETH C DELUCA FOUNDATION INC (EIN 30-1214067)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349100124
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:00:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH CLEMATIS STREET SUITE 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 301214067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISABETH C DELUCA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIS | BusinessNameControlTxt |
| Phone | 9544952309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HIGHWAY 146 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISABETH DELUCA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9544952309 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATIE SMITH | PreparerPersonNm |
| PTIN | P01887675 | PTIN |
| Phone | 5618056550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $644,589,710 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,009,231 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,280,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,280,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,360,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,360,244 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,360,244 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,566,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,566,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $264,216,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,207,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,846 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $953,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $953,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,230,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,975,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $466,399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,508,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,260,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,541,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,318,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,318,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,578,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,859,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $245,637,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,713,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,463,689 | CashBOYAmt |
| Cash EOY | $880,872 | CashEOYAmt |
| Cash EOYFMV | $880,872 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $40,199,776 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $108,578,768 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $108,578,768 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,098,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,941,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,628,220 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $285,032,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $443,314,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $482,501,835 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $167,837 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,262 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $354,103,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,733,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $644,589,710 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $304,485 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $296,619 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $304,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,619 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $353,798,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $599,436,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $353,798,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,436,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,103,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,733,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $353,798,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $245,637,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $599,436,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,436,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $20,327,778 | $20,327,778 | $20,327,778 |
| PUBLICLY TRADED SECURITIES | P | $105,032,466 | $105,032,466 | $105,032,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,360,244 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,928,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,928,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,928,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,282,356 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,180,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,462,356 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,628 | EsPenaltyAmt |
| Overpayment | $532,615 | OverpaymentAmt |
| Applied To ES Tax | $532,615 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544952309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HWY 312 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELISABETH DELUCA | ||||||||
| 49 N FEDERAL HIGHWAY 146 | POMPANO BEACH | FL | 33062 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PATRICK EMANS | ||||||||
| 49 N FEDERAL HIGHWAY 146 | POMPANO BEACH | FL | 33062 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| RICHARD HUTCHISON | ||||||||
| 49 N FEDERAL HIGHWAY 146 | POMPANO BEACH | FL | 33062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORBES FAMILY TRUST | |||||
| 767 5TH AVE 6TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $332,956 |
| MORGAN STANLEY | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $133,007 |
| HOLLAND & KNIGHT LLP | |||||
| 150 AUSTRALIAN AVE | WEST PALM BEACH | FL | 33406 | INVESTMENT MANAGEMENT | $56,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDS PAID TO RGS PARTNERS CONSULTING USED FOR UNDERSTANDING THE MENTAL HEALTH LANDSCAPE IN FLORIDA | Description1Txt |
| Expenses1 | $18,000 | Expenses1Amt |
| Description2 | FUNDS PAID TO HEALTHVAULT LLC USED FOR COMMUNITY NURSE RESIDENCY MODEL PROJECT LEAD | Description2Txt |
| Expenses2 | $306,191 | Expenses2Amt |
| Description3 | FUNDS PAID TO FUTURE MEDICAL SYSTEMS LLC USED FOR COMMUNITY NURSE RESIDENCY MODEL | Description3Txt |
| Expenses3 | $689,090 | Expenses3Amt |
| Description4 | FUNDS PAID TO DESIGN RUN GROUP LLC FOR SUPPORT OF VARIOUS NURSING PORTFOLIO PROJECTS | Description4Txt |
| Expenses4 | $953,771 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $571,587,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,128,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $573,715,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $573,715,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,605,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,109,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,255,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,255,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,928,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,928,113 | TotalTaxAmt |
| Distributable Before Adj | $26,327,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,327,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,327,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,859,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,859,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,327,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,379,696 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,859,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,379,696 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,480,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,847,361 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELISABETH DELUCA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NURSING LEGACY INSTITUTE | ||||||
| 10600 SKYFLOWER DRIVE | AUSTIN | TX | 78759 | PC | CHIEF NURSING OFFICER INSTITUTE SCHOLARSHIPS | $100,000 |
| CAREERVILLAGE INC | ||||||
| 1475 COLUMBIA CT | PALO ALTO | CA | 94304 | PC | CAREERVILLAGE NURSING SLATE: AI CAREER COACH | $1,143,646 |
| MERCY SHIPS | ||||||
| 15862 STATE HWY 110 N | LINDALE | TX | 75771 | PC | MERCY SHIPS | $50,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | ||||||
| 2666 STATE STREET SUITE 1 | HAMDEN | CT | 065172232 | PC | SUPPORTING SPECIAL OLYMPICS ATHLETES AND PARTICIPANTS | $50,000 |
| COMMUNITY HEALTH CENTER NETWORK INC | ||||||
| 101 CALLAN AVENUE SUITE 300 | SAN LEANDRO | CA | 94577 | SO I | COMMUNITY NURSE RESIDENCY MODEL SUPPORT - PHASE 1 AND 2 | $100,000 |
| LIFELONG MEDICAL CARE | ||||||
| 2344 SIXTH STREET | BERKELEY | CA | 94710 | PC | COMMUNITY NURSE RESIDENCY MODEL SUPPORT - PHASE 1 AND 2 | $300,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION | $145,000 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | ||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 062693206 | PC | SCHOOL OF NURSING | $8,300,000 |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | ||||||
| 100 BEARD SAWMILL ROAD SUITE 605 | SHELTON | CT | 06484 | PC | DEVELOPING 21ST CENTURY CAREER READINESS SKILLS | $60,000 |
| WGU CORPORATION | ||||||
| 4001 SOUTH 700 EAST | SALT LAKE CITY | UT | 84107 | SO III FI | SOUTHEAST REGION NURSING LAB | $1,000,000 |
| SPECIAL OLYMPICS FLORIDA INC | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 347111915 | PC | HELPING ATHLETES WITH IDD IMPROVE HEALTH OUTCOMES | $200,000 |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 066044704 | PC | PROVIDING VOCATIONAL SCHOLARSHIPS FOR CAREERS | $150,000 |
| BOYS & GIRLS CLUB OF MILFORD INCORPORATED | ||||||
| PO BOX 2294 | MILFORD | CT | 06460 | PC | BOYS & GIRLS CLUB OF MILFORD GENERAL AFTER SCHOOL PROGRAMMING | $60,000 |
| ART PREVAILS PROJECT | ||||||
| PO BOX 5142 | FORT LAUDERDALE | FL | 33310 | PC | EXPANDING ACCESS TO THE LITERARY AND PERFORMING ARTS | $43,000 |
| WAKEMAN MEMORIAL ASSOCIATION INC | ||||||
| 595 MADISON AVENUE | BRIDGEPORT | CT | 06604 | PC | SMILOW-BURROUGHS CLUBHOUSE OUT OF SCHOOL PROGRAM | $60,000 |
| FUTURO HEALTH | ||||||
| 1610 R ST SUITE 300-112 | SACRAMENTO | CA | 95811 | PC | DEVELOPING THE ALLIED HEALTH AND NURSING WORKFORCE IN CONNECTICUT AND FLORIDA | $1,561,398 |
| GATEWAY COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | EXPANDING SUPPORT FOR CAREERS AND VOCATIONS | $150,000 |
| PHI THETA KAPPA FOUNDATION | ||||||
| 1625 EASTOVER DRIVE | JACKSON | MS | 39211 | PC | DELUCA ADN NURSING SCHOLARSHIP | $550,000 |
| STRADA COLLABORATIVE INC | ||||||
| 10 WEST MARKET SUITE SUITE 1100 | INDIANAPOLIS | IN | 46204 | PC | FUTURE OF THE SOUTH FLORIDA WORKFORCE STORYTELLING PROJECT | $295,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,318,044 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,280,213 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,566,787 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,360,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,207,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,207,244 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELISABETH C DELUCA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HIGHWAY 146 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $217,738,595 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (28 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 49,505 SHARES COINBASE GLOBAL INC CL A | $6,516,838 | 2024-01-16 |
| 1 | 26504 SHARES HASHICORP INC CL A | $579,510 | 2024-01-16 |
| 1 | 271387 SHARES RUSH 3000 INDEX | $73,856,615 | 2024-01-16 |
| 1 | 1529840 SHARES SCHWB US BRD MKT | $84,676,644 | 2024-01-16 |
| 1 | 24097 SHARES MAPLEBEAR INC | $737,127 | 2024-02-26 |
| 1 | 8026 SHARES COINBASE GLOBAL INC CL A | $2,050,482 | 2024-04-04 |
| 1 | 13252 HASHICORP INC CL A | $344,022 | 2024-04-04 |
| 1 | 660 SHARES CROWDSTRIKE HOLDINGS INC A | $193,934 | 2024-04-18 |
| 1 | 3511 SHARES UIPATH INC CL A | $67,288 | 2024-04-18 |
| 1 | 29431 SHARES YUBICO AB | $479,284 | 2024-04-18 |
| 1 | 20387 WISE PLC A | $202,953 | 2024-04-29 |
| 1 | 52742 SHARES HASHICORP INC CL A | $1,730,729 | 2024-05-06 |
| 1 | 11942 SHARES MAPLEBEAR INC | $403,222 | 2024-05-17 |
| 1 | 518 SHARES UBER TECHNOLOGIES INC | $37,141 | 2024-06-13 |
| 1 | 52621 SHARES WISE PLC A | $452,014 | 2024-06-27 |
| 1 | 328 SHARES CROWDSTRIKE HOLDINGS INC A | $87,866 | 2024-07-23 |
| 1 | 52621 SHARES WISE PLC A | $471,221 | 2024-07-25 |
| 1 | 11743 SHARES MAPLEBEAR INC | $377,303 | 2024-08-12 |
| 1 | 11418 SHARES REDDIT INC CL A | $613,090 | 2024-08-19 |
| 1 | 59132 SHARES SAMSARA INC CL A | $2,831,240 | 2024-09-19 |
| 1 | 6862 SHARES RUBRIK INC A | $217,457 | 2024-09-27 |
| 1 | 4106 SHARES RUBRIK INC A | $134,061 | 2024-10-04 |
| 1 | 17830 SHARES SWEETGREEN INC CL A | $621,643 | 2024-10-04 |
| 1 | 6870 SHARES UIPATH INC CL A | $87,421 | 2024-10-17 |
| 1 | 19171 ROBINHOOD MARKETS INC A | $619,127 | 2024-11-14 |
| 1 | 11608 SHARES MAPLEBEAR INC | $493,166 | 2024-11-21 |
| 1 | 17355 SHARES ROBINHOOD MARKETS INC A | $717,195 | 2024-12-17 |
| 1 | 56051 SHARES SAMSARA INC CL A | $2,640,002 | 2024-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,750 | Amt |
| Net Investment Income | $22,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $46,941,228 | EOYBookValueAmt |
| EOYFMV | $52,628,220 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $108,578,768 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $108,578,768 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE-TRADED & CLOSED-END FUNDS | AT COST | $259,233,909 | $294,129,498 |
| MUTUAL FUNDS | AT COST | $179,047,265 | $183,477,276 |
| TVG-FLORENCE HOLDINGS, LLC | AT COST | $5,033,699 | $4,895,061 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,846 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,846 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $167,837 | BOYBookValueAmt |
| EOY Book Value | $17,262 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS EXPENSES | $465,963 | $465,963 | $0 |
| SERVICE FEES | $164,630 | $0 | $164,630 |
| ADR FEES | $436 | $436 | $0 |
| CONSULTING FEES | $34,140 | $0 | $34,140 |
| HEALTHVAULT LLC | $306,191 | $0 | $306,191 |
| FUTURE MEDICAL SYSTEMS LLC | $689,090 | $0 | $689,090 |
| RGS PARTNERS CONSULTING | $18,000 | $0 | $18,000 |
| SHARED EMPLOYEE AGREEMENT | $296,619 | $0 | $296,619 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ECHO STREET - ORDINARY EARNINGS | $858,709 | $858,709 | $858,709 |
| ECHO STREET - CAPITAL GAIN | $1,367,989 | $1,367,989 | $1,367,989 |
| MILLENIUM | $339,561 | $339,561 | $339,561 |
| SOCIEDAD QUIMICA | $528 | $528 | $528 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO THE FREDERICK A. DELUCA FOUNDATION INC. | Desc |
| BOY Book Value | $304,485 | BOYBookValueAmt |
| EOY Book Value | $296,619 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DESIGN RUN GROUP LLC | CategoryTxt |
| Amt | $953,771 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $953,771 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2024 ESTIMATED EXCISE TAX | $1,210,000 | $0 | $0 |
| MORGAN STANLEY #0560 - FOREIGN TAXES PAID | $1,865 | $1,865 | $0 |
| MORGAN STANLEY #0561 - FOREIGN TAXES PAID | $3,441 | $3,441 | $0 |
| FEDERAL EXCISE TAX - EXTENSION | $15,000 | $0 | $0 |